WWW is the podcast dedicated to empowering you to take control of your financial future. Hosted by Wes Cuprill, CFP®, this show offers expert advice and practical strategies for anyone approaching retirement or navigating any sort of major life transitions. From investment strategies and tax planning to lifestyle preservation and financial confidence, we break down complex topics to give you the clarity you need to plan and manage your finances with peace of mind. Tune in weekly to hear rela ...
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Suddenly Single: A Money Podcast for Women is a groundbreaking podcast hosted by the father-son financial advising team, Dan and Wes Cuprill. Suddenly Single offers empowering financial insights specifically tailored for women, especially those experiencing significant life transitions such as divorce or widowhood. Dan and Wes combine their extensive financial expertise with real-world experiences to address the unique financial challenges and opportunities women face. The podcast covers a w ...
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Ready to boost your money confidence? In this episode, we break down the real reasons behind the financial confidence gap and share four practical steps to help you build money confidence, no matter where you’re starting from. Discover why money confidence matters and how you can take action today to feel more empowered with your finances. Join the…
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Why Even Smart People Fall for Money Traps in 2025 (and How to Break Free)
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11:25For the most current information and financial news, please subscribe to my FREE newsletter: https://mcwealthwisewomen.substack.com Social media is full of money traps that can distort our sense of financial reality and push us into unnecessary spending. In this episode, we break down the concept of money dysmorphia and how money traps like "buy no…
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The 2025 Investor’s Guide to Riding Out Volatility Without Panic
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11:30For the most current information and financial news, please subscribe to my FREE newsletter: https://mcwealthwisewomen.substack.com In this episode, we dive into the psychology of investing and why understanding your emotions is essential for any investor. Discover how market volatility, media noise, and anxiety can impact your decisions-and how a …
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7 Money Moves to Spring Clean Your Finances in 2025
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10:52In this episode, we dive into the importance of financial spring cleaning and how it can help you stay organized and secure throughout the year. Learn seven essential steps for effective financial spring cleaning, from reviewing and consolidating accounts to updating beneficiaries and checking your credit reports. Discover why financial spring clea…
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The Rise of AI Powered Investment Scams: Don’t Fall for the Hype
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12:05In this episode, we dive into the alarming rise of AI investment scams and how artificial intelligence is making financial fraud more convincing than ever. Learn how scammers use AI-generated content to create fake investment opportunities, build trust, and ultimately steal from unsuspecting victims. We break down real-world examples of AI investme…
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For the most current information financial news, please subscribe to my FREE newsletter: https://mcwealthwisewomen.substack.com Uncover the dangerous world of "mini IPOs" where financial predators use legal loopholes to access your hard-earned money with minimal oversight. Learn how to identify these financial predators through their deceptive mark…
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Protecting Your Lifetime Savings: The Full Truth About Medicaid Asset Protection
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11:47Are you concerned about protecting your assets from the high costs of long-term care? In this episode, we dive deep into Medicaid asset protection, explaining how Medicaid asset protection trusts work, their benefits, and the potential pitfalls you need to know. Learn why Medicaid asset protection is a hot topic among attorneys and discover key con…
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Understanding Tariffs: The Short-Term Pain and Long-Term Gain for Women Investors
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14:52**Disclaimer**: Please note that since the time of filming, the Trump administration has largely pulled back on implementing tariffs on countries other than China. This video reflects the economic landscape and proposed policies at the time of recording. For the most current information on tariffs, please subscribe to my FREE newsletter: https://mc…
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Navigating Market Uncertainty: Tariffs, Doge Cuts, and Your Financial Future
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12:43Wes Cuprill, CFP®, unpacks the recent market turmoil caused by tariffs and government spending cuts (the “DOGE Cuts”) and what it means for your financial future. Learn why women planning for retirement shouldn't panic, how diversification protects you during uncertain times, and why speculation is not a strategy. Plus, discover how a solid financi…
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The Truth About Financial Influencers: What You Need to Know
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15:48In this episode of the Wealth Wise Women Podcast, certified financial planner Wes Cuprill dives into the world of financial influencers and the noise they create in the personal finance space. Wes shares his recent experience of downloading Instagram, a platform he had previously avoided, and how it opened his eyes to the overwhelming amount of adv…
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Here's Why I'm NOT Panicking About the Market Selloff
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8:41Financial advisor Wes Cuprill explains why you should not panic about market selloff, sharing evidence-based insights on how proper financial planning is designed to weather short-term volatility. Learn why experienced professionals do not panic about market selloff, with practical advice for both young investors and those approaching retirement du…
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Beyond Retirement: Essential Conversations About Long-Term Care and Family Planning
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17:08Join us on the Wealth Wise Women Podcast with our special guest Tank, the French bulldog! In this eye-opening episode, we explore why traditional retirement planning at 65 no longer works with today's extended lifespans. Women especially face unique challenges as primary caregivers while needing to fund potentially 30+ years of retirement. This isn…
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Decoding Market Moves: What Jamie Dimon and Warren Buffett Really Mean for Your Investments
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13:15What are Jamie Dimon and Warren Buffett doing? In this episode, Wes breaks down the recent headlines about Jamie Dimon selling millions in Chase stock and Warren Buffett sitting on a massive $334 billion cash pile. What Jamie Dimon and Warren Buffett are doing with their money might not be the market crash warning many headlines suggest - Wes expla…
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How to Design Your Perfect Retirement with Corinne Auman
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32:34In this insightful episode of the WWW Podcast, Wes sits down with Dr. Corinne Auman, a gerontologist dedicated to guiding individuals and families through the aging process. Corinne shares her unique perspective on not only planning for older adulthood but also embracing it with positivity. Discover how proactive planning can transform the experien…
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How to ACTUALLY Retire Early: Wisdom from Someone Who Made It Happen
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22:17In this eye-opening interview, discover how Pam went from data entry operator to early retiree through patient investing and smart company benefits - learn how to actually retire early without get-rich-quick schemes or six-figure salaries. Find out the exact strategies she used, common retirement mistakes to avoid, and how to actually retire early …
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Money, Mindset, and Financial Planning: An Interview with Carrie Bradley
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35:11In this episode of Wealth Wise Women, Wes Cuprill sits down with Carrie Bradley, a mindset and strategy coach dedicated to empowering women financially. Carrie shares her personal journey of overcoming financial obstacles and how she built a $700K net worth through investing, venture capitalism, and real estate. 💡 What You’ll Learn: ✔️ How to shift…
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In this podcast episode, financial advisor Wes Capri discusses how Social Security is projected to run out by 2033-2035, and explores potential government solutions and personal planning strategies. Chapters🕓 00:00 - Intro 00:19 - SS Trust Fund Depletion 03:00 - Sponsor 04:03 - What Can the Govt Do? 05:52 - What Can You Do? 07:35 - Final Thoughts _…
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What New Regulations Mean for Your Crypto Investments
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11:48In this episode, financial advisor Wes Cuprill dives deep into the crazy world of cryptocurrency, exploring its mind-boggling volatility and the potential regulatory changes on the horizon. He breaks down why crypto might be more like gambling than investing, while still remaining curious about its future potential. Chapters🕓 00:00 - Intro 00:14 - …
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This "Boring" Tax Strategy Could Make You Rich in Retirement
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8:17Want to pay less in taxes? Smart tax planning isn't just about filing - it's about strategically timing your income and investments to keep more money in your pocket, especially with Social Security changes on the horizon and Medicare premiums to think about. Chapters🕓 00:00 - Intro 00:13 - Tax Planning 02:54 - Importance of Tax Planning 03:46 - Sp…
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How Does the Social Security Fairness Act Impact Your Financial Future?
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7:33Host Wes Cuprill explains how the new Social Security Fairness Act impacts government and public sector retirees. Learn how the elimination of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) could increase your retirement benefits. Key Points + Public sector workers can now receive full Social Security benefits alongsid…
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Could One Conversation Change Everything About Your Finances?
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11:13In this insightful episode of the Wealth Wise Women Podcast, host Wes Cuprill dives into the often-taboo topic of discussing personal finance openly. Broadcasting from his home office, Wes explores a recent Kiplinger article that sheds light on the consequences of not talking about money, especially for women. With eye-opening statistics, he emphas…
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Want to Take Control of Your Financial Future in 2025?
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7:27Are you ready to take charge of your financial future? In this eye-opening episode of Wealth Wise Women, host Wes Cuprill breaks down the critical steps everyone needs to take before 2025. Chapter Markers: [00:00] The Wake-Up Call: Retirement Savings Reality [03:15] Insurance 101: Protecting Your Financial Foundation [07:30] Compound Interest: Your…
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How Can Women Navigate Speculative Bubbles in Investing?
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18:24In this episode of the Wealth Wise Women Podcast, Wes Cuprill tackles the skepticism surrounding the financial markets and the importance of financial education, especially for women. Building on last week's discussion about the disparity in financial advice given to women, Wes delves into historical market trends, speculative bubbles, and the role…
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Are Financial Advisors Giving Women the Short End of the Stick?
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11:08By Wes Cuprill
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How Can Widows Secure Their Financial Future in Uncertain Times?
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10:19In this episode of the Wealth Wise Women Podcast, host Wes Cuprill delves into the crucial topic of financial planning for widows, inspired by personal family experiences and the startling statistics surrounding widowhood. Building on the "Suddenly Single" series, Wes introduces "A Widow's Guide to a Secure Retirement," highlighting the unique fina…
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How Does An Election Impact My Retirement?
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13:51In this episode of Wealth Wise Women, Wes Cuprill dives into the impact elections can have on your retirement plans. Discover how past elections have affected the market, common misconceptions around political shifts, and key strategies for keeping your retirement on track regardless of who’s in office. Key Points: Historical Market Trends How past…
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How Do You Build a Secure Financial Future After Divorce?
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15:03In this episode of the Wealth Wise Women podcast, host Wes Cuprill dives into the misconceptions surrounding retirement and the financial challenges faced by divorced women. Building on last week's conversation with Dan, Wes discusses the inspiration and insights behind the book "Suddenly Single: A Divorced Woman's Guide to a Secure Financial Futur…
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What Unique Financial Challenges Do Women Face in Retirement?
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33:43In this episode of the Wealth Wise Women Podcast, host Wes Cuprill welcomes his father and founder of Money and Clarity, Dan Cuprill, to discuss the unique financial challenges faced by women. Together, they explore the growing demographic of single women, the reality of women outliving their spouses, and the implications for financial planning. Di…
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Is a Hybrid Approach the Future of Financial Advising?
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11:46In this episode of the Wealth Wise Women podcast, host Wes Caprill explores the evolving role of technology in the financial advising industry, with a particular focus on robo advisors. Wes examines the initial promise of robo advisors to democratize investing and the reality of their impact on the industry. Discover why, despite their appeal and l…
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What’s the Best Investment Strategy for Women Nearing Retirement?
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13:58In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors face: "Will I be okay?" and emphasizes the importance of having a comprehensive financial plan that answers with a resounding yes. Discover strategies t…
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How Has the Financial Industry Failed Women?
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14:49In today’s episode, Wes Cuprill addresses the systemic failures of the financial advising industry in meeting the unique needs of women. He discusses critical statistics from a New York Life study, highlighting the disconnect between advisors and female clients, and offers actionable steps to create more women-centric financial planning processes. …
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How Can You Minimize Risk and Maximize Return in Retirement?
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9:13In this episode, we explore the critical concept of standard deviation in investing, particularly for those nearing retirement. Learn why average return isn't the only metric you should be focusing on and how volatility can impact your financial future. Discover the importance of managing your portfolio's standard deviation through the illustrative…
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How Can I Retire With Confidence, Not Fear?
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11:16In this episode of the Wealth Wise Women podcast, host Wes Caprill shares the contrasting stories of two clients, Janet and Virginia, to illustrate the importance of planning and optimism in retirement. Wes discusses how a comprehensive retirement plan and a positive mindset can help you live a fulfilling and confident retirement. Tune in to learn …
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Why Is Financial Planning Different For Women?
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10:48Welcome to the inaugural episode of the Wealth Wise Women podcast, hosted by Wes Cuprill. In this episode, Wes dives into the critical importance of customized financial strategies for women. Discover why women need unique financial plans, considering factors like longevity risk, economic discrepancies, and different values towards money. Learn how…
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Welcome to the Wealth Wise Women podcast! Join host Wes Caprill, a financial advisor with Money and Clarity, as we dive into holistic financial planning and investment strategies specifically designed for women. Discover insightful advice and actionable tips to help you achieve a successful and secure retirement. Don't miss out on this essential fi…
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Today we want to answer a question that we get a lot, which is why have we directed our practice to work almost exclusively with women. We’ve been in this industry for close to 30 years so we’ve worked with all types of people, but over the years we’ve noticed there was a gap in service between what people need and what they’re getting, specificall…
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5 Things You Must Do If You Find Yourself Suddenly Single (Ep 2)
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17:39Divorce is an emotionally disruptive time in life and finding yourself in this position can be an incredibly challenging period to navigate. Working through the emotional and personal side of this life event is already hard enough, but add in the financial changes that come along with it and it can become overwhelming in a hurry. Today we’re going …
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Welcome to the first episode of Suddenly Single, a money podcast devoted specifically to women and the unique challenges they face when it comes to finances. Hosts Dan and Wes Cuprill of Money & Clarity kick off this initial episode by setting the table for what type of issues the show will tackle and why they’ve devoted the time to focus primarily…
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